WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 287 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2016 | $25,426,000 | +5.8% | 370 | 0.0% | 0.02% | +6.2% |
| Q4 2015 | $24,024,000 | +3.1% | 370 | 0.0% | 0.02% | -5.9% |
| Q3 2015 | $23,310,000 | -10.6% | 370 | 0.0% | 0.02% | -5.6% |
| Q2 2015 | $26,063,000 | -2.3% | 370 | 0.0% | 0.02% | 0.0% |
| Q1 2015 | $26,670,000 | +1.6% | 370 | 0.0% | 0.02% | 0.0% |
| Q4 2014 | $26,240,000 | +9.2% | 370 | 0.0% | 0.02% | +5.9% |
| Q3 2014 | $24,028,000 | -7.3% | 370 | 0.0% | 0.02% | -5.6% |
| Q2 2014 | $25,911,000 | +2.6% | 370 | 0.0% | 0.02% | 0.0% |
| Q1 2014 | $25,256,000 | – | 370 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VAUGHAN & Co SECURITIES, INC. | 525,546 | $15,072,686,000 | 13.60% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 385,705 | $11,062,000 | 7.58% |
| Seneca House Advisors | 141,579 | $4,060,000 | 3.51% |
| CAPITAL WEALTH MANAGEMENT, LLC | 107,978 | $3,097,000 | 3.16% |
| Starfire Investment Advisers, Inc. | 487,852 | $13,990,000 | 2.67% |
| BCS Wealth Management | 136,192 | $3,906,000 | 2.60% |
| Opus Capital Group, LLC | 307,223 | $8,811,000 | 2.59% |
| HC FINANCIAL ADVISORS INC | 98,029 | $2,811,000 | 2.21% |
| Salomon & Ludwin, LLC | 377,364 | $10,823,000 | 2.15% |
| Stevard, LLC | 111,406 | $3,195,000 | 2.01% |